美股詳情

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Snowflake

136.47

-4.7500-3.36%

盤後：138.702.23+1.63%19:59 EDT

成交量：824.16萬

成交額：11.20億

市值：471.78億

市盈率：-34.55

高：141.26

開：140.21

低：133.02

收：141.22

52周最高：280.67

52周最低：118.30

股本：3.46億

流通股本：3.32億

量比：1.26

換手率：2.48%

股息：- -

股息率：- -

每股收益(TTM):-3.9500

每股收益(LYR):-3.9500

淨資產收益率：-53.91%

總資產收益率：-9.87%

市淨率：24.52

市盈率(LYR):-34.55

資料載入中...

總覽公司新聞資訊公告

異動解讀 | 多家投行下調目標價，Snowflake盤中大跌5.18%

異動解讀 | 多家投行集中下調目標價，Snowflake盤中大跌5.19%

Snowflake擴展智能平台與Cortex代碼引擎，構建企業級智能體控制中樞

算力巨頭排好隊，只為「拿下」Anthropic

異動解讀 | AI擔憂引發軟件股拋售，Snowflake盤中大跌8.28%

BUZZ-美國軟件股因人工智能擔憂而下滑，芯片創歷史新高

應用軟件股繼續大跌，Fastly跌超19%，Cloudflare跌超14%

老虎资讯综合

ETF日報｜2倍做多Eos Energy Enterprises ETF漲近59%；三倍做多半導體ETF漲近7%；成長風格走強

Snowflake Inc(SNOW)股票4月9日盤中下跌11.82%：背後推手曝光

TradingKey中文

「智能體」衝擊來了，應用軟件股普跌，Palantir、Snowflake大跌超7%

老虎资讯综合

異動解讀 | Anthropic推出Claude管理智能體衝擊應用軟件業務，Snowflake盤中大跌7.75%

應用軟件股走低 Snowflake跌超7% Anthropic Claude管理智能體衝擊應用軟件業務

美國研究綜述-Asana、PPG Industries、威瑞信

AI Agent失控成催化劑，安全軟件股或迎來結構性機會

老虎资讯综合

AI擔憂蔓延至軟件債務市場，部分債券價格從1美元跌至58美分

老虎资讯综合

7只軟件股將因AI行業革新大放異彩

老虎资讯综合

異動解讀 | 戰略收購成應對AI顛覆關鍵，Snowflake盤中大漲5.23%

實時市場-在對人工智能的擔憂中，戰略收購可能成為軟件股的救命稻草

估值3700億美元的Palantir，憑什麼讓OpenAI和Anthropic都眼紅？

老虎资讯综合

CEO嘴上説沒事，SEC文件全交代了：今年27家軟件公司將AI Agent列為競爭風險

老虎资讯综合

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21:40","pubTimestamp":1776951637,"startTime":"0","endTime":"0","summary":"Snowflake今日盘中大跌5.19%，引起了市场的广泛关注。消息面上，多家投行近期集中下调Snowflake目标价，引发市场对公司估值前景的担忧。投行密集下调目标价通常反映出对公司基本面或行业增速预期的修正，短期内对股价形成持续压制。此外，Snowflake所在的互联网服务与基础架构行业整体偏弱，也可能加剧了股价的下跌压力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNOW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1107977972","title":"Snowflake擴展智能平台與Cortex代碼引擎，構建企業級智能體控制中樞","url":"https://stock-news.laohu8.com/highlight/detail?id=1107977972","media":"美股速递","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1107977972?lang=zh_tw&edition=fundamental","pubTime":"2026-04-21 21:02","pubTimestamp":1776776525,"startTime":"0","endTime":"0","summary":"Snowflake宣布对其Snowflake Intelligence平台与Cortex代码引擎进行功能扩展，旨在为企业级智能体系统构建更强大的控制中枢。此次升级将强化企业对AI智能体的集中管控能力，通过统一的控制平面实现工作流协调、权限管理与性能优化。新功能预计将提升企业部署复杂AI应用时的可扩展性与安全性，为数据驱动型组织提供更完善的智能决策支持架构。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4116","BK4535","BK4548","LU0719512351.SGD","SNOY","LU2360107168.USD","BK4607","BK4551","LU1803068979.SGD","LU1861215975.USD","BK4585","LU1852331112.SGD","SNOU","BK4505","LU1951198990.SGD","LU1923623000.USD","BK4588","LU1951200564.SGD","BK4613","BK4503","BK4532","LU0082616367.USD","LU0097036916.USD","SNOW","LU2290526834.HKD","LU2360106780.USD","LU1861220033.SGD","BK4554","LU0889565833.HKD","LU0109392836.USD","BK4581","LU0056508442.USD","LU2250418816.HKD","BK4559"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628181817","title":"算力巨頭排好隊，只為「拿下」Anthropic","url":"https://stock-news.laohu8.com/highlight/detail?id=2628181817","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2628181817?lang=zh_tw&edition=fundamental","pubTime":"2026-04-20 10:36","pubTimestamp":1776652584,"startTime":"0","endTime":"0","summary":"与此同时，谷歌和博通之间围绕定制AI芯片的长期安排也被进一步披露，其中还包含面向Anthropic的约3.5吉瓦AI算力。它与Anthropic签下的多年协议，相关算力将优先服务Claude系列模型负载。到2026年2月，Anthropic还披露，财富10强中已有8家是Claude客户，年花费超过10万美元的客户数量同比增长近7倍。2026年1月，安联又与Anthropic达成全球合作，Claude将进入其内部AI平台，Claude Code已覆盖全球数千名开发者，并参与保险行业高度合规的自动化流程。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1776423623882182784","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU0648000940.SGD","LU0342679015.USD","LU0965509283.SGD","IE00BLSP4452.SGD","LU2999663052.SGD","LU2750360997.AUD","IE00BQXX3D17.EUR","IE00BFSS8Q28.SGD","BK4598","LU1121112475.USD","IE00BQXX3C00.GBP","IE00BFXG0V08.USD","LU2362541273.HKD","LU0225283273.USD","LU0251132253.USD","LU1988902786.USD","LU2361044865.SGD","LU2458330169.SGD","LU2417539215.USD","IE00B19Z8W00.USD","LU0011850046.USD","BK4553","LU0082616367.USD","LU0187121727.USD","LU0823421333.USD","LU2487616109.SGD","LU2750360641.GBP","IE00B4JS1V06.HKD","SNOW","LU0061474960.USD","LU1153585028.USD","LU1066051811.HKD","LU1430594728.SGD","BK4566","LU1989764664.SGD","IE00B7KXQ091.USD","BK4548","HK0000304805.HKD","LU0157215616.USD","LU1059921491.USD","IE0034235188.USD","IE0034235303.USD","LU0127658192.USD","LU0417517546.SGD","LU0094547139.USD","IE00B7SZLL34.SGD","LU1880398471.USD","LU0345769631.USD","BK4525","LU0072462426.USD","LU0444973449.USD","LU1196500208.SGD","LU0124676726.USD","LU0130517989.USD","LU1894683264.USD","LU1791710400.SGD","LU1037948541.HKD","LU0208291251.USD","LU2065169927.USD","LU0661504455.SGD","SG9999017495.SGD","LU0820562030.AUD","LU0477156953.USD","LU0234570918.USD","LU1037948897.HKD","LU1066051498.USD","LU0143551892.USD","LU0820561818.USD","LU0965509010.AUD","LU1496350502.SGD","LU1699723380.USD","LU0942090050.USD","LU1934455863.HKD","LU1629891620.HKD","LU0128525689.USD","LU0234572021.USD","LU2471134523.USD","LU2552382058.USD","LU0158827948.USD","LU1674673691.USD","LU0545039389.USD","LU1951200564.SGD","IE00BMPRXR70.SGD","LU1267930813.SGD","LU0053666078.USD","LU2456880835.USD","LU0683600562.USD","IE00BJJMRX11.SGD","LU0719512351.SGD","LU0154236417.USD","LU1951198990.SGD","BK4514","LU1301847155.USD","IE00BFSS7M15.SGD","LU0238689110.USD","SGXZ81514606.USD","LU1267930490.SGD","SG9999015978.USD","LU0354030511.USD","LU2491050071.SGD","LU2191332357.HKD","IE000WAW04H5.SGD","DTCR","SG9999018857.SGD","LU0964807845.USD","LU0708994859.HKD","IE0004445015.USD","LU2764263203.CNY","LU1814569148.SGD","IE00B19Z3B42.SGD","LU2065171402.SGD","LU0130518102.USD","LU0889566641.SGD","LU2089283258.USD","LU1400636574.HKD","BK4534","LU0211326755.USD","LU0006306889.USD","LU0320765489.SGD","LU0690374961.EUR","SG9999014880.SGD","SG9999014906.USD","LU0314104364.USD","LU0786609619.USD","LU0784383803.USD","LU1670756490.USD","LU0128525929.USD","LU0265550946.USD","LU0859254822.USD","LU1815336760.USD","LU0433182093.SGD","LU2242650005.HKD","BK4535","LU2213496289.HKD","LU2462591350.SGD","LU1235294995.USD","LU0109392836.USD","LU1868836591.USD","BK4592","LU0174119429.USD","LU1839511570.USD","IE0009356076.USD","LU2471134952.CNY","LU2247934214.USD","LU2954938101.SGD","IE00BJLML261.HKD","LU1935043536.SGD","LU2023250504.SGD","IE0001KFT4U8.USD","LU0314106906.USD","LU1894683348.USD","LU2462157665.USD","LU1066051225.USD","LU2491049909.HKD","LU0689472784.USD","LU2237443622.USD","LU1935042991.SGD","LU0943347566.SGD","BK4579","LU2756315318.SGD","LU0792757196.USD","LU2275660780.HKD","LU0211331839.USD","LU0472753341.HKD","META","LU2404859667.USD","LU0949170426.SGD","LU0690374615.EUR","LU0109391861.USD","LU0048573561.USD","LU0052756011.USD","LU2065171311.SGD","LU2097829019.USD","LU1815333072.USD","IE00BK4W5M84.HKD","VGT","LU0175139822.USD","LU0868494708.USD","LU1316542783.SGD","LU0029864427.USD","LU0496365809.HKD","LU0256863902.USD","LU2242649171.HKD","BK4503","LU1989772840.SGD","LU0345768153.USD","LU0788109477.HKD","LU0345774631.USD","SG9999000418.SGD","LU1691799644.USD","LU0149725797.USD","LU1868837300.USD","IE00B5949003.HKD","LU1571399168.USD","IE00BK4W5L77.USD","LU1935042488.USD","LU0057025933.USD","LU1489326972.SGD","LU1400636491.USD","IE00BN29S564.USD","GOOGL","SG9999014914.USD","LU2098885051.SGD","LU2168563687.JPY","BK4554","GOOW","LU1670628061.USD","LU0265550359.USD","IE00BKDWB100.SGD","LU1069347547.HKD","LU1267930227.SGD","IE00BJTD4N35.SGD","LU1720051108.HKD","IE00BWXC8680.SGD","IE00BYQQ9H92.USD","LU1720051017.SGD","LU0256863811.USD","LU1642822529.SGD","LU2430703178.SGD","LU2458330243.SGD","LU2265009873.SGD","GOOY","LU2552382215.SGD","LU0980610538.SGD","LU0724617625.USD","LU1145028129.USD","BLOK","LU0345774391.USD","LU0784385840.USD","LU2602419157.SGD","LU2756315664.SGD","GGLL","LU0323591593.USD","LU2362541513.USD","LU1429558221.USD","LU0708995401.HKD","LU1366333091.USD","LU2023251221.USD","IE0004086264.USD","LU0861579265.USD","SG9999002232.USD","SG9999018865.SGD","LU2471134796.USD","IE00BSNM7G36.USD","LU1043141396.HKD","LU0976567544.SGD","USJW.SI","IE00B3S45H60.SGD","LU0557290698.USD","LU1366192091.USD",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| AI擔憂引發軟件股拋售，Snowflake盤中大跌8.28%","url":"https://stock-news.laohu8.com/highlight/detail?id=1122223575","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1122223575?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 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22:43","pubTimestamp":1775832226,"startTime":"0","endTime":"0","summary":"** 美国软件公司股价再次下滑，原因是对新人工智能模式扰乱市场的担忧加剧 ** 网络安全类股受到的冲击最大：Palo Alto PANW.O下跌7.6%，Datadog DDOG.O下跌5.8%，Zscaler ZS.O下跌5.4%，Crowdstrike CRWD.O下跌5.4%，Fortinet FTNT.O下跌5.3%。** iShares Expanded Tech-Software Sector ETF IGV.N下跌3.4%，创2023年11月以来新低；该ETF今年累计下跌约30%。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260410:nL4T40T15I:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1951200564.SGD","BK4534","BK4608","LU1551013342.USD","LU0889565833.HKD","LU2125909916.SGD","LU2355687059.USD","SNOU","BK4503","BK4566","LU1121112475.USD","IE00BZ9MQY76.HKD","LU0211327993.USD","LU0511384066.AUD","LU2125910336.SGD","LU0820561909.HKD","LU2125909247.SGD","IE00BQXX3D17.EUR","BK4561","LU2125909593.SGD","LU2458330243.SGD","BK4585","LU0130102774.USD","LU1496350502.SGD","LU1623119135.USD","LU0477156797.USD","LU1046421795.USD","LU2264538146.SGD","PANG","LU0130518102.USD","LU1691799644.USD","LU0097036916.USD","LU1201861165.SGD","SOX","BK4588","LU0082616367.USD","LU1791710582.SGD","LU2238339852.HKD","DOGD","LU1917777945.USD","IE00B19Z8X17.USD","LU0316494557.USD","LU0648000940.SGD","LU2265009873.SGD","LU0323239441.USD","IE00BKVL7J92.USD","LU0345770993.USD","BK4535","BK4579","LU0345774631.USD","LU0820562030.AUD","LU1939255532.USD","SNOY","LU0109392836.USD","LU0689626769.HKD","LU1989772840.SGD","LU1496350171.SGD","LU2089283258.USD","LU0792757196.USD","PALD","LU0107464264.USD","LU1988902786.USD","ADSK","LU0672654240.SGD","LU0157215616.USD","LU0158827948.USD","LU1989764664.SGD","LU0081259029.USD","CRMG","IE00B19Z9505.USD","LU0528227936.USD","LU0267386448.USD","LU0187121727.USD","LU0106261372.USD","LU0056508442.USD","SG9999001424.SGD","LU1267930813.SGD","LU0642271901.SGD","LU0889566641.SGD","FTNT","IE00BQXX3C00.GBP","LU2111349929.HKD","IE00BJTD4V19.USD","LU0354030438.USD","ZS","LU0265550359.USD","IE00B894F039.SGD","LU2360106780.USD","LU1974910355.USD","IE00B19Z9P08.USD","LU0158827781.USD","BK4097","LU1923623000.USD","LU0265550946.USD","LU2148611432.USD","LU2244417387.USD","LU1803068623.USD","BK4023","LU0353189680.USD","LU2106854487.HKD","LU0719512351.SGD","BK4559","LU2381873111.SGD","LU1043141396.HKD","LU1852331112.SGD","IE00BZ1G4Q59.USD","LU2756315664.SGD","LU2210149790.SGD","LU0124676726.USD","LU1720051017.SGD","BK4560","LU1814569148.SGD","LU2361044949.HKD","IE00B19Z9Z06.USD","LU1064131342.USD","BK4548","LU2023250504.SGD","PANW","LU1267930490.SGD","LU2290526834.HKD","LU1791710400.SGD","LU2361045086.USD","LU0109391861.USD","LU2210150020.SGD","LU0742534661.SGD","IE00BMPRXR70.SGD","LU2063271972.USD","LU0251142724.SGD","LU0390134368.USD","LU1116320901.HKD","LU2360107168.USD","LU0477156953.USD","LU2461242641.AUD","LU0234572021.USD","LU1429558221.USD","LU1983260115.SGD","CRWL","LU0557290698.USD","LU2247934214.USD","LU0079474960.USD","LU0006306889.USD","LU0011850046.USD","LU0994945656.USD","LU2125910179.SGD","LU0251131958.USD","IE0009356076.USD","BK4607","LU2272731600.USD","LU2433249047.HKD","LU0323240290.USD","LU1169589451.USD","IE0008368304.USD","LU1201861249.SGD","LU0648001328.SGD","LU2326559502.SGD","BK4527","LU2357305700.SGD","LU1153585028.USD","LU1804176565.USD","BK4598","DDOG","LU1992135399.USD","LU2236285917.USD","SNOW","LU2089284900.SGD","LU0823434583.USD","BK4613","LU2250418816.HKD","LU2272731782.SGD","BK4543","PALU","LU1366333091.USD","NOWL","LU0198837287.USD","LU0943347566.SGD","LU1861220033.SGD","LU1116320737.USD","LU0320765059.SGD","LU0310799852.SGD","LU1803068979.SGD","LU0980610538.SGD","BK4581","LU0069063385.USD","LU2271345857.HKD","LU0472753341.HKD","LU2298064838.USD","LU0823434740.USD","LU1169590202.USD","LU0130103400.USD","LU0708995401.HKD","LU1323610961.USD","LU1923621640.USD","LU2286300806.USD","LU2543165471.USD","NOW","LU1316542783.SGD","LU1989772923.USD","LU0127658192.USD","LU1712237335.SGD","LU2023250843.SGD","LU1823568750.SGD","LU2125909759.SGD","LU0426412945.USD","LU0289961442.SGD","LU0048573561.USD","LU0238689110.USD","BK4551","LU0170899867.USD","IE00BQXX3F31.USD","BK4116","LU2211815571.USD","LU1923622291.USD","LU0130517989.USD","IE00BJTD4N35.SGD","IGV","LU0426417589.USD","LU1989764748.USD","LU1992135472.HKD","BK4567","LU2023251221.USD","CRM","LU2361044865.SGD","LU1435385759.SGD","BK4538","LU0354030511.USD","LU1861215975.USD","BK4505","LU1235294995.USD","LU2458330169.SGD","IE00BMPRXN33.USD","LU1267930730.SGD","LU1043141123.HKD","LU1551013425.SGD","IE00B19Z8W00.USD","LU0820561818.USD","BK4554","LU1720051108.HKD","LU1923622614.USD","LU1951198990.SGD","LU2095319765.USD","BK4528","LU2756315318.SGD","LU0234570918.USD","TEAM","LU2087625088.SGD","LU0211328371.USD","LU1548497426.USD","BK4550","LU0266013472.USD","LU0345770308.USD","LU1721428933.USD","LU0057025933.USD","BK4532","CRWD","LU2028103732.USD","LU0353189763.USD","LU0289739343.SGD","LU0348723411.USD","LU0345774391.USD","LU0689472784.USD"],"isVideo":false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ETF漲近59%；三倍做多半導體ETF漲近7%；成長風格走強","url":"https://stock-news.laohu8.com/highlight/detail?id=1164630982","media":"ETF追踪","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1164630982?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 07:55","pubTimestamp":1775778927,"startTime":"0","endTime":"0","summary":"美股ETF涨幅Top5$T-REX 2x Long EOSE Daily Target ETF$上涨58.71%。该产品两倍做多储能电池技术公司Eos Energy Enterprises，因底层公司股价上涨，杠杆机制放大当日涨幅。$2倍做多OKTA ETF-Leverage Shares$下跌21.23%。该产品两倍做空燃料电池与清洁能源公司Bloom Energy，因标的公司股价上涨，反向杠杆产品当日走低。大宗商品ETF涨幅Top 5$2倍做多白银ETF-ProShares$上涨2.93%。行业指数ETF涨幅Top 5$三倍做多半导体ETF-Direxion Daily$上涨6.64%。债券ETF涨幅Top 5$First Trust SSI Strategic Convertible Securities ETF$上涨0.77%。$Infracap REIT Preferred ETF$上涨0.63%。$First Trust Emerging Markets Local Currency Bond ETF$上涨0.57%。","market":"us","thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"591f9867eae0dffb8a353ff97087195f","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AGQ","USO","FCVT","PCY","CCUP","PFFA","SNOW","UGL","XNAV","ERY","OKTG","SLV","SMH","SOXL","XHB","PFFR","SNOU","TQQQ","GLXU","TUR","EOSE","EOSU","OKTA","FEMB","TNA","CRCL","EWZ","DUG","DRN","UPRO","GLXY","CRCD","BEZ","CRCA","GLGG"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2626713757","title":"Snowflake 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在板块轮动背景下，Snowflake股价触及52周低点。","market":"us","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/Market-Movers/261767727-market-movers-snow-20260409","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4585","LU1861220033.SGD","LU0719512351.SGD","BK4116","LU2290526834.HKD","BK4535","LU1852331112.SGD","LU2250418816.HKD","BK4503","BK4548","LU1923623000.USD","LU0056508442.USD","LU1861215975.USD","LU0889565833.HKD","BK4551","LU0109392836.USD","SNOU","BK4607","SNOW","BK4505","LU2360106780.USD","LU0082616367.USD","LU1951198990.SGD","BK4554","BK4581","LU1951200564.SGD","LU1803068979.SGD","LU0097036916.USD","BK4532","BK4613","BK4559","SNOY","BK4588","LU2360107168.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1118567035","title":"「智能體」衝擊來了，應用軟件股普跌，Palantir、Snowflake大跌超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118567035","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1118567035?lang=zh_tw&edition=fundamental","pubTime":"2026-04-09 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Anthropic推出Claude管理智能體衝擊應用軟件業務，Snowflake盤中大跌7.75%","url":"https://stock-news.laohu8.com/highlight/detail?id=1145512719","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1145512719?lang=zh_tw&edition=fundamental","pubTime":"2026-04-09 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Claude管理智能體衝擊應用軟件業務","url":"https://stock-news.laohu8.com/highlight/detail?id=2626133012","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626133012?lang=zh_tw&edition=fundamental","pubTime":"2026-04-09 22:39","pubTimestamp":1775745569,"startTime":"0","endTime":"0","summary":"金吾财讯 | 应用软件股走低，Snowflake(SNOW)跌7.18%，ServiceNow(NOW)超5.25%，SAP SE(SAP)跌3.92%，Adobe(SDBE)跌超3%。消息面上，继大模型能力竞赛之后，Anthropic推出Claude管理智能体，试图将AI从“对话工具”彻底升级为“可持续运行的生产系统”。据介绍，Claude管理智能体是一套可组合的API套件，专用于大规模构建及部署云托管代理。该产品旨在解决企业部署智能体过程中最核心的痛点——复杂性与工程成本，将构建和部署智能体的效率提升10倍。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/NDZhYjYzMzkxMDg4OTM4.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDZhYjYzMzkxMDg4OTM4.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"b009242139b6996009d2215de8a5fc9e","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"299003","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2286300806.USD","IE00B5TLWC47.USD","LU2125909593.SGD","SGXZ99366536.SGD","LU2264538146.SGD","BK4528","LU0353189680.USD","LU1551013425.SGD","IE00BQXX3C00.GBP","SGXZ81514606.USD","LU2125154778.USD","LU1064131342.USD","LU0823434583.USD","LU0965509010.AUD","LU0081259029.USD","LU0061474960.USD","LU1988902786.USD","IE00BQXX3F31.USD","LU0011850046.USD","LU0792757196.USD","LU1951200564.SGD","BK4503","LU2237438978.USD","BK4535","SNOW","LU1989764664.SGD","LU2210150020.SGD","LU2236285917.USD","LU0511384066.AUD","LU0158827781.USD","LU2290526834.HKD","IE00BFXG0V08.USD","LU0719512351.SGD","LU0265550946.USD","LU1917777945.USD","LU1861215975.USD","BK4592","LU0289961442.SGD","LU0320765059.SGD","LU1951198990.SGD","LU2089284900.SGD","LU0158827948.USD","BK4534","BK4116","IE00BYQQ9H92.USD","LU2111349929.HKD","LU1046421795.USD","LU1267930813.SGD","IE00BMPRXR70.SGD","LU0082616367.USD","BK4581","LU2089283258.USD","LU0957791311.USD","BK4588","IE00BQXX3D17.EUR","LU0006306889.USD","LU2095319765.USD","LU2250418816.HKD","LU2125909759.SGD","IE00BZ9MQY76.HKD","BK4607","ADBG","SNOY","BK4023","LU1623119135.USD","LU0965509101.SGD","LU1674673428.USD","LU1551013342.USD","LU0234572021.USD","LU0557290698.USD","LU0820561818.USD","LU0342679015.USD","LU2023251221.USD","LU1323610961.USD","LU1116320737.USD","LU1153585028.USD","LU1815333072.USD","BK4585","LU0109391861.USD","BK4551","LU0314104364.USD","LU0472753341.HKD","LU0672654240.SGD","LU0198837287.USD","LU1923622291.USD","LU1261432733.SGD","LU2063271972.USD","LU1633808545.USD","NOWL","LU0348723411.USD","LU1691799644.USD","LU2360106780.USD","LU1235294995.USD","BK4566","LU2458330243.SGD","LU0170899867.USD","SG9999001424.SGD","LU1720051108.HKD","LU0354030438.USD","LU0943347566.SGD","LU1720051017.SGD","LU1923623000.USD","LU0234570918.USD","IE00B19Z9505.USD","LU1084165304.USD","LU2381873111.SGD","LU2360032135.SGD","LU0106261372.USD","LU1989764748.USD","LU1823568750.SGD","BK4505","LU2028103732.USD","LU0823434740.USD","LU2210149790.SGD","LU0889565833.HKD","LU0345774631.USD","LU2543165471.USD","LU2023250843.SGD","IE00B19Z9P08.USD","LU0056508442.USD","IE00B894F039.SGD","LU0708995401.HKD","LU2125909916.SGD","ADBE","LU0057025933.USD","LU0965509283.SGD","BK4613","LU0868494708.USD","NOW","IE0009356076.USD","LU2087625088.SGD","BK4097","LU0157215616.USD","LU0316494557.USD","BK4548","LU2360107168.USD","LU0353189763.USD","BK4608","LU0345774391.USD","LU1778281490.HKD","BK4554","BK4527","BK4559","LU0109392836.USD","BK4543","LU0861579265.USD","LU1548497426.USD","LU1861220033.SGD","LU1674673691.USD","LU1923622614.USD","SG9999000418.SGD","LU0069063385.USD","LU1989772840.SGD","LU2317271919.USD","LU0820561909.HKD","LU1712237335.SGD","LU2125909247.SGD","BK4532","LU1974910355.USD","SNOU","LU0289739343.SGD","LU2433249047.HKD","BK4533","LU0354030511.USD","LU1267930730.SGD","LU0097036916.USD","LU1116320901.HKD","LU2458330169.SGD","LU0689472784.USD","LU1366333091.USD","LU1852331112.SGD","LU0265550359.USD","LU2271345857.HKD","SGXZ51526630.SGD","LU1119994496.HKD","LU1989772923.USD","BK4567","LU0868494617.USD","SAP","LU0889566641.SGD","IE00B19Z9Z06.USD","LU0942090050.USD","LU2023250504.SGD","IE00BMPRXN33.USD","BK4550","LU1803068979.SGD","LU2106854487.HKD","LU2357305700.SGD","LU2125154935.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624593801","title":"美國研究綜述-Asana、PPG Industries、威瑞信","url":"https://stock-news.laohu8.com/highlight/detail?id=2624593801","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2624593801?lang=zh_tw&edition=fundamental","pubTime":"2026-04-01 15:58","pubTimestamp":1775030289,"startTime":"0","endTime":"0","summary":"美国研究综述-Asana、PPG Industries、威瑞信路透4月1日 - 华尔街证券分析师周三调整了对几家美国上市公司的评级和目标价，其中包括 Asana、PPG Industries 和 Verisign。* PPG Industries Inc PPG.N：花旗集团将其评级从买入下调至中性 * TD Synnex SNX.N：Raymond James将目标价从175美元上调至200美元 * 威瑞信VRSN.O：摩根大通将目标价从272美元上调至273美元以下是路透周三报道的美国公司研究报告摘要。* Apellis Pharmaceuticals Inc APLS.O：贝雅将目标价从 52 美元下调至 41 美元 * Apellis Pharmaceuticals Inc APLS.O：杰富瑞将其评级从 \"买入 \"下调至 \"持有\"。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260401:nL4S40K0L3:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BIIB","NOW","BANC","NCNO","XRN","FHB","SSB","MSFY","WRB","MSFX","PANW","SHW","FDS","COLB","GNRC","FCNCA","PLTG","SRRK","RH","PLTR","LYFT","PNFP","PPG","APLS","STZ","LEN","GPOR","CRWD","PHR","PRIM","MKC","VRSN","DOGD","HSY","SNOW","EOG","PALD","SNX","MSFT","BXP","DDOG","CUBI","WAL","ZION","NKE","TCBI","FHN","ASAN","MSFW","KO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194177081","title":"AI Agent失控成催化劑，安全軟件股或迎來結構性機會","url":"https://stock-news.laohu8.com/highlight/detail?id=1194177081","media":"老虎资讯综合","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1194177081?lang=zh_tw&edition=fundamental","pubTime":"2026-04-01 14:00","pubTimestamp":1775023254,"startTime":"0","endTime":"0","summary":"AI失控催生刚需，安全软件逆势突围近期，以ServiceNow、Salesforce为代表的软件巨头股价普遍承压，市场对AI颠覆传统软件商业模式的担忧持续发酵。然而，守护代理的兴起为安全软件细分领域带来结构性机会。随着企业加速部署AI代理，监控与治理需求同步攀升，安全软件有望成为AI产业链中确定性较高的受益环节。此前因AI颠覆担忧而遭抛售的软件板块，正迎来结构性分化——安全软件股或率先获得估值修复。","market":"us","thumbnail":"https://static.tigerbbs.com/d76e7073427a99e05e90cedef5654467","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/d76e7073427a99e05e90cedef5654467"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"fd445c7efc59174688cd74671f8400a6","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRWD","OKTA","S","WDAY","NOW","ZS","DT","PANW","CRM","MNDY","CYBR","CSCO","SHOP","SNOW","BUG","NET","FTNT"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1133185549","title":"AI擔憂蔓延至軟件債務市場，部分債券價格從1美元跌至58美分","url":"https://stock-news.laohu8.com/highlight/detail?id=1133185549","media":"老虎资讯综合","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1133185549?lang=zh_tw&edition=fundamental","pubTime":"2026-04-01 10:17","pubTimestamp":1775009847,"startTime":"0","endTime":"0","summary":"债券价格大幅下挫，部分跌至58美分2020年以来，软件行业曾掀起一波并购热潮，如今相关债券价格已大幅缩水。在2020年至2022年软件并购高峰期间发行的前十大债券中，半数交易价格已跌至面值的90%以下，其中三只低于80美分。市场人士认为，AI对传统软件商业模式的冲击正从股权市场蔓延至信贷市场，成为影响软件行业估值的重要变量。","market":"us","thumbnail":"https://static.tigerbbs.com/92eec9a103d139872dc68cb1d596465a","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/92eec9a103d139872dc68cb1d596465a"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"853942d9ed33460b516b09fb1d6a88cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"AI担忧蔓延至软件债务市场，部分债券价格从1美元跌至58美分","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRM","SHOP","CRWD","WDAY","MNDY","NOW","SNOW"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1123402939","title":"7只軟件股將因AI行業革新大放異彩","url":"https://stock-news.laohu8.com/highlight/detail?id=1123402939","media":"老虎资讯综合","labels":["rating","analysis"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123402939?lang=zh_tw&edition=fundamental","pubTime":"2026-03-25 14:37","pubTimestamp":1774420677,"startTime":"0","endTime":"0","summary":"面对AI带来的行业变局，William Blair分析师杰森·阿德重新评估了软件股的评级框架，认为传统估值方法已失效。他基于AI防御能力、客户切换成本及定价模式等新标准，筛选出七只维持“跑赢大盘”评级的软件股，包括微软、Everpure、DigitalOcean、Snowflake、Rubrik、MongoDB和JFrog。与此同时，多家公司遭到评级下调。阿德强调，AI带来的不确定性将持续存在，投资者需以全新视角评估软件行业。","market":"us","thumbnail":"https://static.tigerbbs.com/556acfb895c7cc721517dba494c0775b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/556acfb895c7cc721517dba494c0775b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"7815a67f24198b4d1e7807796017b591","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"rating,analysis","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MSFT","MDB","CIBR","PSTG","SNOW","DOCN","FROG","RBRK"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1178958232","title":"異動解讀 | 戰略收購成應對AI顛覆關鍵，Snowflake盤中大漲5.23%","url":"https://stock-news.laohu8.com/highlight/detail?id=1178958232","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1178958232?lang=zh_tw&edition=fundamental","pubTime":"2026-03-24 00:12","pubTimestamp":1774282374,"startTime":"0","endTime":"0","summary":"Snowflake(SNOW)今日盘中股价大幅上涨5.23%，引起了市场的密切关注。消息面上，有分析指出，在人工智能可能带来行业颠覆的担忧中，战略收购正成为软件公司维持竞争力的关键。根据DataTrek Research的报告，Snowflake被列为自ChatGPT推出以来，最积极进行战略收购的上市公司之一，其通过收购人工智能技术栈的关键层来加强现有平台，以抵御新兴竞争对手的威胁。分析认为，尽管市场此前对软件股存在担忧，但像Snowflake这样专注于通过收购来巩固和扩大其“竞争护城河”的策略，可能成为公司未来重获更好回报的“生命线”，这提振了投资者对该股前景的信心。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNOW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621870060","title":"實時市場-在對人工智能的擔憂中，戰略收購可能成為軟件股的救命稻草","url":"https://stock-news.laohu8.com/highlight/detail?id=2621870060","media":"路透中文","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621870060?lang=zh_tw&edition=fundamental","pubTime":"2026-03-24 00:09","pubTimestamp":1774282198,"startTime":"0","endTime":"0","summary":"实时市场-在对人工智能的担忧中，战略收购可能成为软件股的救命稻草美国主要股指上涨，但远离高点；道指涨幅居前，涨幅约为 1.6%伊朗外交部发言人周一否认与美国举行任何会谈欧元 STOXX 600 指数上涨 ~1.6%美元下跌；黄金下跌 ~3%；美国原油下跌 ~8%；比特币上涨 ~3%美国 10 年期国债收益率跌至 ~4.36%. 拉贝认为，投资者对人工智能资本支出的担忧是合理的，但他们忽略了拼图的关键部分：还有一批公司将大量资金投入并购，以保护其竞争地位。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260323:nL4S40B1HU:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0158827948.USD","BK4023","BK4503","LU0130103400.USD","LU1988902786.USD","LU2458330169.SGD","IE00BJTD4N35.SGD","BK4579","IE00BQXX3C00.GBP","IE00B19Z9P08.USD","LU0321505868.SGD","LU1548497426.USD","LU0792757196.USD","BK4588","BK4608","LU1861215975.USD","LU0211328371.USD","LU2433249047.HKD","LU0265550946.USD","BK4598","LU1883839398.USD","LU2250418816.HKD","LU0321505439.SGD","LU1046421795.USD","BK4559","BK4097","LU0642271901.SGD","IE00B894F039.SGD","LU2357305700.SGD","LU0097036916.USD","LU1496350171.SGD","LU0082616367.USD","LU0251142724.SGD","LU1823568750.SGD","LU0124676726.USD","LU0289961442.SGD","LU0889566641.SGD","LU1814569148.SGD","LU0689626769.HKD","LU0130518102.USD","LU0048573561.USD","LU0742534661.SGD","IE00BKVL7J92.USD","LU2290526834.HKD","LU2111349929.HKD","LU1989764748.USD","LU2286300806.USD","LU0238689110.USD","LU1267930490.SGD","LU2361045086.USD","LU0187121727.USD","LU0251131958.USD","LU2125909916.SGD","LU1323610961.USD","LU1267930730.SGD","LU1804176565.USD","LU0823434740.USD","NOWL","LU2756315318.SGD","LU0823434583.USD","BK4554","LU0511384066.AUD","LU0130517989.USD","LU1923622614.USD","LU1880398471.USD","LU0157215616.USD","BK4548","LU0648000940.SGD","LU1496350502.SGD","LU0820561818.USD","LU0648001328.SGD","IE00B19Z8W00.USD","LU0980610538.SGD","CRM","LU1923623000.USD","LU2087625088.SGD","LU0820562030.AUD","BK4613","LU0267386448.USD","LU2361044949.HKD","BK4543","LU2125909759.SGD","BK4505","LU0708995401.HKD","LU0081259029.USD","BK4528","LU2461242641.AUD","LU0056508442.USD","LU1201861249.SGD","LU1551013425.SGD","LU0198837287.USD","LU2244417387.USD","LU1551013342.USD","LU2247934214.USD","LU1880398554.USD","NOW","LU0316494557.USD","LU2265009873.SGD","LU2023250843.SGD","IE00B19Z9Z06.USD","LU1720051017.SGD","BK4581","LU0477156797.USD","BK4585","LU1894683348.USD","LU1153585028.USD","LU1923622291.USD","LU2089283258.USD","LU0109391861.USD","SNOU","BK4551","LU2106854487.HKD","SNOW","LU1917777945.USD","LU0234570918.USD","LU1585245621.USD","LU2125909247.SGD","LU2360106780.USD","LU2381873111.SGD","LU0234572021.USD","LU2756315664.SGD","SNOY","LU1720051108.HKD","LU0006306889.USD","LU2023251221.USD","BK4527","IE00B19Z9505.USD","BK4533","BK4567","LU0472753341.HKD","LU2236285917.USD","LU0689472784.USD","BK4550","LU2361044865.SGD","LU1861220033.SGD","BK4575","BK4538","LU0011850046.USD","LU0353189680.USD","LU1951200564.SGD","LU1674673691.USD","BK4534","LU0477156953.USD","LU0265550359.USD","LU1894683264.USD","LU1989772923.USD","LU2089284900.SGD","LU0557290698.USD","LU0719512351.SGD","LU1674673428.USD","LU0353189763.USD","IE00BJTD4V19.USD","LU1064131342.USD","LU0354030438.USD","IE00BMPRXN33.USD","LU0889565833.HKD","LU0130102774.USD","LU1778281490.HKD","LU2543165471.USD","IE00BMPRXR70.SGD","LU0354030511.USD","LU0868494617.USD","BK4612","IBM","LU0057025933.USD","LU1201861165.SGD","LU2360107168.USD","LU2125909593.SGD","LU2458330243.SGD","CRMG","BK4566","IE00BQXX3D17.EUR","LU0310799852.SGD","LU2063271972.USD","LU1989764664.SGD","LU0127658192.USD","LU0158827781.USD","LU0820561909.HKD","BK4607","LU1116320737.USD","LU1116320901.HKD","LU1852331112.SGD","LU0672654240.SGD","BK4116","BK4602","IE00BZ1G4Q59.USD","LU0289739343.SGD","LU1430594728.SGD","LU0943347566.SGD","BK4535","LU2028103732.USD","BK4561","LU1974910355.USD","LU1316542783.SGD","LU1235294995.USD","LU1366333091.USD","BK4134","IE00B19Z8X17.USD","LU0109392836.USD","LU0348723411.USD","LU0211327993.USD","LU0320765059.SGD","IE00BQXX3F31.USD","LU1989772840.SGD","LU2264538146.SGD","LU0106261372.USD","LU2023250504.SGD","LU0069063385.USD","LU1791710582.SGD","LU2271345857.HKD","LU0528227936.USD","BK4532","LU1803068979.SGD","LU1267930813.SGD","LU1791710400.SGD","IE00BZ9MQY76.HKD","LU1951198990.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1182211935","title":"估值3700億美元的Palantir，憑什麼讓OpenAI和Anthropic都眼紅？","url":"https://stock-news.laohu8.com/highlight/detail?id=1182211935","media":"老虎资讯综合","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1182211935?lang=zh_tw&edition=fundamental","pubTime":"2026-03-18 17:01","pubTimestamp":1773824462,"startTime":"0","endTime":"0","summary":"当OpenAI和Anthropic还在忙着找私募股权公司搭伙卖AI时，一家成立22年的老牌软件公司已经悄无声息地把企业AI的活干完了。Palantir，这家以政府合同起家的公司，如今正在成为OpenAI和Anthropic最想成为的样子——企业AI代理的真正落地者。OpenAI牵手PE，Palantir早已织好企业数据网OpenAI和Anthropic显然也嗅到了企业市场的肉香。企业AI的终极战场不在模型，在数据整合Palantir现在的市值约3700亿美元，OpenAI私下估值8000亿。对企业来说，选Palantir还是选OpenAI，可能根本不是问题。","market":"us","thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"58ad5b618929b782a730470a71c9f859","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IBM","PLTR","SNOW","ONDS","NVDA","NOW","ORCL","CRM"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1152429563","title":"CEO嘴上説沒事，SEC文件全交代了：今年27家軟件公司將AI Agent列為競爭風險","url":"https://stock-news.laohu8.com/highlight/detail?id=1152429563","media":"老虎资讯综合","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1152429563?lang=zh_tw&edition=fundamental","pubTime":"2026-03-16 14:06","pubTimestamp":1773641175,"startTime":"0","endTime":"0","summary":"The Information利用市场研究平台AlphaSense对备案文件的分析显示，今年迄今已有27家软件公司在证券文件中将AI Agent列为竞争风险因素，而去年同期仅有7家。但专门针对AI Agent的预警，直到最近才开始零星出现。在上月的财报电话会上，Workday高管对Flex Credits作为通过AI Agent使用数据变现的方式表示兴奋。","market":"us","thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"ed8478fa514c52de306ac254225a0c01","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["KVYO","IGV","TRI",".SPX","ADP","DDOG","MNDY","TTD","ADBE","IT","FIG","ADSK","ESTC","MDB","NDX","WIX","ZM","OWL","CRM","TEAM","TWLO","CFLT","HUBS","ZEN","DUOL","ZETA","CVLT","DOCU","FSLY","SNOW","ARES","GTLB","SAP","NOW","TPG","MSFT",".IXIC","ORCL","VEEV","LZ"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":7,"pageCount":1,"totalSize":128,"code":"91000000","status":"200"}]}}